Estate Planning Checklist for Multigenerational Wealth Transfers
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To help your …
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To help your …
I recently heard 2 myths related to standalone retirement trusts that we would like to clarify. But first, what is a standalone retirement trust (or SRT)? It is a special …
To all healthcare workers: Thank you for all of your hard work – day in and day out (and often evenings, nights, and weekends). You tirelessly give of yourself to …
Most people understand that having some sort of an estate plan is a good thing. However, many of us do not take the first steps to get that estate plan …
Many people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because wills are filed at the courthouse, …
The bad news: When a deceased person’s estate (all of their money and property) has to go through probate, it can be subject to a variety of costs stemming from …
How is a pour-over will different from a standard will in Arizona? I am here to demystify the essential role of pour-over wills in safeguarding your legacy. Learn how this …
It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt …
Estate Planning for the Self-Employed Myth 1: I already pay Social Security. I do not need to do any other planning. According to the Social Security Administration, “Social Security will …